ON SEMICONDUCTOR ($ON) posted quarterly earnings results for Q1 2026 on Monday, May 4th. The company reported earnings of $0.64 per share, beating estimates of $0.62 by $0.02. The company also reported revenue of $1,513,300,000, missing estimates of $1,531,561,291 by $-18,261,291.
Stock price change since market close: -4.56%
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ON SEMICONDUCTOR Insider Trading Activity
ON SEMICONDUCTOR insiders have traded $ON stock on the open market 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 have been sales.
Here’s a breakdown of recent trading of $ON stock by insiders over the last 6 months:
- TRENT THAD (Exec VP & CFO) has made 0 purchases and 8 sales selling 170,000 shares for an estimated $13,563,947.
- SIMON KEETON (Group President, PSG) has made 0 purchases and 3 sales selling 69,860 shares for an estimated $4,675,757.
- HASSANE EL-KHOURY (CEO & President) has made 0 purchases and 2 sales selling 20,000 shares for an estimated $1,460,414.
- SUDHIR GOPALSWAMY (Group President, AMG & ISG) sold 6,114 shares for an estimated $358,708
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
ON SEMICONDUCTOR Hedge Fund Activity
We have seen 358 institutional investors add shares of ON SEMICONDUCTOR stock to their portfolio, and 406 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SLATE PATH CAPITAL LP added 10,480,200 shares (+inf%) to their portfolio in Q4 2025, for an estimated $567,502,830
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 10,138,199 shares (-76.4%) from their portfolio in Q4 2025, for an estimated $548,983,475
- JPMORGAN CHASE & CO removed 7,372,836 shares (-48.8%) from their portfolio in Q4 2025, for an estimated $399,239,069
- CAPITAL INTERNATIONAL INVESTORS removed 4,249,967 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $230,135,713
- WORLDQUANT MILLENNIUM ADVISORS LLC removed 3,014,718 shares (-97.3%) from their portfolio in Q4 2025, for an estimated $163,246,979
- JANUS HENDERSON GROUP PLC removed 2,847,757 shares (-18.7%) from their portfolio in Q4 2025, for an estimated $154,206,041
- AMERIPRISE FINANCIAL INC removed 2,572,015 shares (-29.5%) from their portfolio in Q4 2025, for an estimated $139,274,612
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
ON SEMICONDUCTOR Price Targets
Multiple analysts have issued price targets for $ON recently. We have seen 16 analysts offer price targets for $ON in the last 6 months, with a median target of $69.0.
Here are some recent targets:
- Vivek Arya from B of A Securities set a target price of $85.0 on 04/13/2026
- Tom O'Malley from Barclays set a target price of $75.0 on 02/13/2026
- William Stein from Truist Securities set a target price of $66.0 on 02/10/2026
- Harlan Sur from JP Morgan set a target price of $70.0 on 02/10/2026
- Harsh Kumar from Piper Sandler set a target price of $75.0 on 02/10/2026
- Atif Malik from Citigroup set a target price of $68.0 on 02/10/2026
- Matthew Prisco from Cantor Fitzgerald set a target price of $60.0 on 02/10/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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